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Shoals Technologies Group

198 hedge funds and large institutions have $1.9B invested in Shoals Technologies Group in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 86 increasing their positions, 44 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $5M

104% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 27

95% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 44

16% more funds holding

Funds holding: 171198 (+27)

9.2% less ownership

Funds ownership: 108.59%99.39% (-9.2%)

31% less capital invested

Capital invested by funds: $2.75B → $1.9B (-$845M)

Holders
198
Holders Change
+27
Holders Change %
+15.79%
% of All Funds
3.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
55
Increased
86
Reduced
44
Closed
27
Calls
$13.7M
Puts
$5M
Net Calls
+$8.73M
Net Calls Change
+$4.12M
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
76
VanEck Associates
New York
$1.81M +$270K +15,569 +17%
Mirae Asset Global Investments
77
Mirae Asset Global Investments
South Korea
$1.69M +$164K +9,451 +11%
State of Wisconsin Investment Board
78
State of Wisconsin Investment Board
Wisconsin
$1.6M +$1.23M +71,053 +312%
RJA
79
Raymond James & Associates
Florida
$1.55M +$17.9K +1,034 +1%
AIMCA
80
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.52M +$1.55M +89,330 New
Legal & General Group
81
Legal & General Group
United Kingdom
$1.47M +$2.2K +127 +0.1%
N
82
Natixis
France
$1.39M +$1.41M +81,521 New
RhumbLine Advisers
83
RhumbLine Advisers
Massachusetts
$1.38M -$195K -11,235 -12%
Victory Capital Management
84
Victory Capital Management
Texas
$1.18M +$548K +31,626 +37%
EGM
85
Engineers Gate Manager
New York
$1.13M +$1.15M +66,346 New
M
86
Mirova
France
$1.1M +$346K +20,000 +45%
NIMI
87
Natixis Investment Managers International
France
$1.1M +$1.11M +64,323 New
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$1.09M -$215K -12,435 -16%
NAMA
89
Nikko Asset Management Americas
New York
$1.08M +$345K +19,914 +46%
UBS Group
90
UBS Group
Switzerland
$1.06M -$23.8K -1,377 -2%
SSB
91
Sandy Spring Bank
Maryland
$1.04M +$301K +17,405 +40%
AllianceBernstein
92
AllianceBernstein
Tennessee
$965K -$3.63M -209,526 -79%
Ohio Public Employees Retirement System (OPERS)
93
Ohio Public Employees Retirement System (OPERS)
Ohio
$925K -$33.7K -1,944 -3%
GGHC
94
Gilder Gagnon Howe & Co
New York
$860K -$1.27M -73,305 -59%
LP
95
LMR Partners
United Kingdom
$810K
Neuberger Berman Group
96
Neuberger Berman Group
New York
$738K -$12.7M -735,465 -94%
BCM
97
Bayesian Capital Management
New York
$718K +$729K +42,118 New
SEI Investments
98
SEI Investments
Pennsylvania
$664K +$73.3K +4,232 +12%
Treasurer of the State of North Carolina
99
Treasurer of the State of North Carolina
North Carolina
$656K +$10.4K +600 +2%
PP
100
PDT Partners
New York
$645K +$656K +37,871 New

SHLS Hedge Fund Activity: Q1 2022 in Review

198 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q1 2022, worth a combined $1.9B — down 31% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SHLS positions and 27 closed out — a net gain of 28 holders — while 86 added to existing stakes and 44 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $31.1M. The largest seller was Capital World Investors, cutting an estimated $120M.

  • 198 institutional investors held Shoals Technologies Group (SHLS) as of Q1 2022, up from 171 in Q4 2021.
  • Funds reported $1.9B of Shoals Technologies Group stock for Q1 2022, down 31% quarter-over-quarter.
  • 55 funds opened new Shoals Technologies Group positions in Q1 2022 and 27 closed out, a net change of +28 holders.
  • The largest Shoals Technologies Group buyer in Q1 2022 was Capital Research Global Investors, an estimated $31.1M added.
  • The largest Shoals Technologies Group seller in Q1 2022 was Capital World Investors, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2022.